About the Role
We are looking for a motivated and results-driven Insurance Appointment Setter to support our growing insurance team. In this role, you will proactively contact prospective clients, identify insurance opportunities, gather essential customer information, and schedule appointments for licensed insurance agents. This is an ideal opportunity for someone who thrives in outbound sales, enjoys speaking with people, and is motivated by achieving goals in a fast-paced, performance-driven environment.
Responsibilities
- Make high-volume outbound calls to prospective clients.
- Qualify leads by identifying insurance needs and interest.
- Schedule appointments for licensed insurance agents.
- Gather and verify customer information related to homes, vehicles, businesses, and other insurable assets.
- Maintain accurate records of customer interactions and appointment details.
- Handle objections professionally while maintaining a positive customer experience.
- Follow company compliance guidelines and quality standards during every interaction.
- Work independently to resolve challenges while maintaining productivity.
- Consistently achieve daily, weekly, and monthly performance goals.
Qualifications
- Minimum of 1 year of outbound sales, telemarketing, appointment setting, or inside sales experience.
- Insurance sales or insurance appointment-setting experience is highly preferred but not required.
- Excellent verbal communication and active listening skills.
- Comfortable making a high volume of outbound calls daily.
- Strong objection-handling and persuasion skills.
- Self-motivated and driven by achieving sales targets.
- Able to work independently with minimal supervision.
- Strong attention to detail when collecting customer information.
- Must be willing to work night shift to support U.S. clients.
- Must be willing to work onsite (Clark, Pampanga).
